FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q4 2019
Top Holdings66 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 3.5M | $794.6M | 4.9% | $204.40 | +10.45% | 4 qtrssince 2019-Q1 | Increased 67 |
UNITEDHEALTH GROUP INC | 2.3M | $688.7M | 4.3% | $220.20 | +21.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
CHUBB LTD | 4.3M | $675.9M | 4.2% | $127.28 | +10.87% | 4 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 3M | $632.7M | 3.9% | $159.24 | +21.18% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 4.4M | $614.5M | 3.8% | $84.09 | +39.10% | 4 qtrssince 2019-Q1 | Decreased 0 |
DOLLAR GENERAL CORP | 3.9M | $605M | 3.8% | $108.81 | +32.47% | 4 qtrssince 2019-Q1 | Increased 58 |
MASCO CORP | 12.1M | $579.9M | 3.6% | $35.18 | +23.44% | 4 qtrssince 2019-Q1 | Increased 58 |
SCHLUMBERGER LTD | 14.3M | $575.5M | 3.6% | $34.48 | +1.12% | 4 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 3M | $537M | 3.3% | $130.23 | +12.67% | 4 qtrssince 2019-Q1 | Decreased 0 |
QUEST DIAGNOSTICS INC | 4.6M | $490.2M | 3.0% | $79.52 | +18.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
TE CONNECTIVITY LTD | 4.8M | $457.4M | 2.8% | $72.08 | +20.20% | 4 qtrssince 2019-Q1 | Decreased 0 |
BOOKING HOLDINGS INC | 220,591 | $453M | 2.8% | $75.96 | +6.16% | 3 qtrssince 2019-Q2 | Increased 74 |
EXPEDITORS INTL WASH INC | 5.7M | $445.5M | 2.8% | $69.80 | +4.18% | 4 qtrssince 2019-Q1 | Decreased 0 |
OMNICOM GROUP | 5.3M | $430M | 2.7% | $58.52 | +11.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
TJX COMPANIES INC | 6.8M | $417.7M | 2.6% | $48.47 | +16.42% | 4 qtrssince 2019-Q1 | Decreased 0 |
Nestle Sa Sp ADR | 3.8M | $411.2M | 2.5% | $80.83 | +13.14% | 4 qtrssince 2019-Q1 | Decreased 0 |
HD SUPPLY HLDGS INC | 9.7M | $392M | 2.4% | — | — | 3 qtrssince 2019-Q2 | Decreased 0 |
SMITH & NEPHEW PLC -SPON ADR | 8.1M | $389.9M | 2.4% | $34.01 | +21.87% | 4 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 2.8M | $385.9M | 2.4% | $99.93 | +14.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
DOLLAR TREE INC | 4M | $380.3M | 2.4% | $105.04 | -11.00% | 4 qtrssince 2019-Q1 | Decreased 0 |
FIDUCIARY MANAGEMENT INC /WI/ manages $16.1B across 66 positions as of Q4 2019. Top holdings: BRK/B (4.9%), UNH (4.3%), CB (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Added 3 new positions, exited 4, increased 21, trimmed 40. Top move: BKNG (INCREASED, conviction 74). Portfolio: $16.1B across 66 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer